Update Account Status [Direct Deposit module, Tasks menu]

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

You can use the Payroll CS application to automatically change the status of a client's Waiting accounts to Approved, Prenote, or, for Child Support Direct Deposit accounts, Zero Balance.

From the CSA main window, choose Utilities > Direct Deposit. From the Maintain Electronic Transaction Files dialog) select Tasks > Update Account Status.

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Related topics

Setup Example 5 in the appendix section of the Payroll CS Tutorial is an extended example describing the client setup and processing steps for direct deposit.

Setting up a client for direct deposit

Payroll CS Guide to Handling Direct Deposit (PDF)

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